Shea Branch

Shea Branch

Shea is a director with Baker Tilly who specializes in client engagement. He has more than 17 years of experience practicing financial advisory and client management. Shea specializes in the assessment and approval of clients’ financial statement compliance with GAAP standards.

  • Reviews and analyzes quarterly and annual financial statements with footnotes including consolidated financial statements and master feeder structures for external private equity clients using US GAAP basis accounting. Client base includes real estate, energy, buyout funds, as well as open-ended and hybrid structures
  • Reviews calculations of IRR, 5% disclosures, expense ratios, unrealized and realized carried interest
  • Develops waterfalls, notices and financial statements for new clients
  • Reviews quarterly investor NAV’s, P&L, contributions, distributions, management fees and carried interest to calculate quarterly and yearly returns
  • Manages completion of quarterly capital statements
  • Reviews all investor communication notices such as capital contribution and distribution notices
  • Coordinates annual audit and complete individual limited partner confirms
  • SME of the Investran and DX accounting platforms



Bachelor of Business Administration in accounting

Texas Christian University